Safety First Financial Planners

Protect Your Future Health, Wealth, and DignityCONTACT US TODAY OUR FINANCIAL SERVICES

The Conversation YOU NEED, For The Retirement YOU DESERVE

At Safety First Financial Planners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy using a variety of investments, insurance products, and services to help you address your financial needs and concerns.

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Services

We use a different approach. An approach that begins with desired outcomes and may well end with more money now, and more money later. We call it "Last Things First." You can call it more money.

OUR FINANCIAL SERVICES

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About

Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services to meet your needs.

LEARN MORE ABOUT US

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Events

Our seminars focus on common financial concerns that individuals and families face in retirement, like ways to create income to help you to support your desired lifestyle.

UPCOMING EVENTS

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Contact

For more information about any of the products and services we offer, schedule a meeting with our professional financial expert to learn more about how we can help.

CONTACT US TODAY

TODAY’S RETIREMENT IS DIFFERENT

It’s not the final chapter in the book of life but rather the beginning ... a second act. It's time to have the conversation NOW about shaping the future you want and deserve.

Schedule A Free Initial Constultation Now

OUR EDUCATIONAL RESOURCES

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The Free Money Guys

Tips to maximize. Strategies to protect, Laughs to entertain. The Free Money Guys spice up a dry subject with wit, humor, and 50 years of experience, showing you how to help keep your retirement assets on track.

LISTEN NOW

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Articles & Books

Stephen Kelley began his professional career as a journalist, working for many nationally known magazines and newspapers. Then, coming to the financial planning world relatively late in life as a consumer of these services and product gave him a unique perspective on the industry.

He has put those two elements together to create a wide array of published articles, books, radio programs, videos, workshops and proprietary planning techniques. Pick up a complementary copy of his latest book, "Ready. Set. Retire!" by clicking here.

READ NOW

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Our Video Resources

Do you want a retirement that has predictable, steady, renewable, guaranteed income you can't outlive? Watch these videos.

WATCH NOW

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Read Our Blog

Our blog posts cover a wide variety of topics from information about our products and services to helpful articles and resources.

OUR BLOG

"UNTIL YOU REMOVE RISK, IT'S NOT PLANNING, IT'S HOPING.”

-STEPHEN KELLEY

By beginning with the desired outcomes, putting Last Things First, the necessary inputs are determined by the desired outcomes, thereby providing what you, the client, want, rather than what the plan can afford.

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FEEL LIKE YOU’RE LOSING CONTROL OF YOUR RETIREMENT? WE WANT TO HELP.

If you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t go it alone!

When so much feels outside our control these days, there’s no reason to put off talking to someone who can help you regain control. In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now. Give us a call or fill out our contact form and let’s talk about your biggest concerns. We promise to answer your questions and give you an objective assessment of your financial position - at no obligation whatsoever.

Many things feel outside our control these days. Your financial strategy shouldn’t be one of them. Call us now at 603-811-8811.

READY TO GET STARTED? Request a free consultation below